Analyst Ming-Chi Kuo Posts On X "iPhone 16 Shipment Updates; 1. Assembly Orders Almost Remain Unchanged. Suppliers Had Been Asked to Continue Producing Two Pro Models During China's National Day Holiday, Indicating That Demand for the Pro Models Has...
Analyst Ming-Chi Kuo Posts On X "iPhone 16 Shipment Updates; 1. Assembly Orders Almost Remain Unchanged. Suppliers Had Been Asked to Continue Producing Two Pro Models During China's National Day Holiday, Indicating That Demand for the Pro Models Has...
4. The 16 Pro's shipments are similar to last year's 15 Pro, but it's worth noting that the current shipping times for the 16 Pro are shorter than those of the 15 Pro. Analyst Ming-Chi Kuo Posts On X "iPhone 16 Shipment Updates; 1. Assembly Orders Almost Remain Unchanged. Suppliers Had Been Asked to Continue Producing Two Pro Models During China's National Day Holiday, Indicating That Demand for the Pro Models Has Generally Met Expectations so Far. 2. Some Component Orders for Mid-November Onwards Have Been Slightly Reduced (Mainly for the 16 Base Model and 16 Plus), but by Less Than 3-5%, Which Is Essentially Negligible...."
分析師郭明錤在X上發佈"iPhone 16發貨更新；1. 組裝訂單幾乎保持不變。 供應商被要求在中國國慶節期間繼續生產兩個Pro型號，這表明迄今爲止Pro型號的需求基本符合預期。 2. 從11月中旬開始，一些組件訂單略有減少（主要是16基礎型號和16 Plus），但減少不到3-5％，基本可以忽略不計...."
1. Assembly orders almost remain unchanged. Suppliers had been asked to continue producing two Pro models during China's National Day holiday, indicating that demand for the Pro models has generally met expectations so far.
1. 組裝訂單幾乎保持不變。 供應商被要求在中國國慶節期間繼續生產兩個Pro型號，這表明迄今爲止Pro型號的需求基本符合預期。
2. Some component orders for mid-November onwards have been slightly reduced (mainly for the 16 base model and 16 Plus), but by less than 3-5%, which is essentially negligible.
2. 從11月中旬開始，一些組件訂單略有減少（主要是16基礎型號和16 Plus），但減少不到3-5％，基本可以忽略不計。
3. Demand for the 16 base model and 16 Plus remains lackluster compared to last year.
3. 與去年相比，16基礎型號和16 Plus的需求仍然相對疲軟。
4. The 16 Pro's shipments are similar to last year's 15 Pro, but it's worth noting that the current shipping times for the 16 Pro are shorter than those of the 15 Pro.
4. 16 Pro的出貨量與去年的15 Pro類似，但值得注意的是，目前16 Pro的發貨時間比15 Pro的要短。
5. The next focus will be the impact on U.S. market demand/shipments after Apple Intelligence becomes available in late October.
5. 下一個焦點將是Apple Intelligence在10月底推出後對美國市場需求/出貨量的影響。
6. I maintain my previous production estimate for the iPhone 16 at 88-89 million units for 4Q24, slightly lower than last year's 90-91 million units.
6. 我對iPhone 16在4Q24的產量估計保持不變，爲8800-8900萬部，略低於去年的9000-9100萬部。
譯文內容由第三人軟體翻譯。
